Money Matters: Discover the Best Financial Advisers in Southam

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At Southam Financial Planning Ltd, we provide impartial advice across most areas of financial planning, including investing for growth or income, pre and post retirement planning, inheritance tax planning, and more. Our experienced and authorised adviser, Neil Goldie, has over 30 years' experience in the Financial Services industry. We cater to individuals and small to medium size companies, offering personal and professional advice tailored to your needs. We believe in building person-to-person relationships, establishing mutual trust, and working in your best interests. Our services include investments, life assurance, pensions, corporate financial planning, and taxation.
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Leamington (6.8 mi) Warwick (8.4 mi) Daventry (9.5 mi) Rugby (9.8 mi) Coventry (11.9 mi) Stratford-upon-Avon (14.1 mi) Lutterworth (16.1 mi) Solihull (19.8 mi) Northampton (20.8 mi) Chipping Norton (22.7 mi)